"I offer a holistic approach to creating, managing and protecting wealth through effective financial strategies considering long term portfolio management, retirement and financial planning, and risk management."
Tom has been investing in global equity markets since 2004 and his industry experience started interstate at a rival firm before moving into full service stockbroking and financial planning at Morgans. He has a Bachelor of International Business and a Diploma in Financial Planning.
Services and specialities
- Financial Planning
- Margin Lending and Gearing Strategies
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
When planning and investing for each client's financial journey, Tom applies a long term, disciplined approach to ensure each client's wealth creation goals are achieved.
Industry Education & Experience
Qualifications
- Bachelor of Business (Economics), Griffith University, 2009
- Diploma of Financial Planning, Kaplan, 2013
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.